Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelly? Claim Your ProfileShelly Robin is a financial advisor with over 20 years of experience in the financial services industry. Shelly is currently registered with LPL Financial LLC and has held previous positions with CUNA Brokerage Services, Inc., W&S Brokerage Services, Inc., Summit Brokerage Services, Inc., Hancock Investment Services, Inc., Wachovia Securities Financial Network, LLC, LPL Financial Corporation, Edward Jones and Morgan Keegan & Company, Inc. Shelly is licensed to provide financial advice in Louisiana and has a Series 63, Series 7 and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
12/15/2021 - Present
LPL Financial LLC (DENHAM SPRINGS LA)
LA
02/17/2016 - 12/21/2021
CUNA BROKERAGE SERVICES, INC. (Denham Springs LA)
LA
08/20/2015 - 02/08/2016
W&S BROKERAGE SERVICES, INC. (BATON ROUGE LA)
LA
08/23/2012 - 02/04/2014
SUMMIT BROKERAGE SERVICES, INC. (BATON ROUGE LA)
LA
02/23/2009 - 08/16/2012
HANCOCK INVESTMENT SERVICES, INC. (NEW ORLEANS LA)
LA
03/07/2008 - 02/20/2009
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (BATON ROUGE LA)
LA
02/01/2007 - 03/18/2008
LPL FINANCIAL CORPORATION (BATON ROUGE LA)
LA
07/17/2006 - 01/09/2007
EDWARD JONES (BATON ROUGE LA)
LA
01/01/1997 - 06/19/2006
MORGAN KEEGAN & COMPANY, INC. (BATON ROUGE LA)
NA
10/03/1996 - 11/14/1996
PREMIER SECURITIES CORPORATION
BC
Issued 01/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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